Whether you’re dealing with SARS, CIPC, or a grumpy reviewer, your working paper file is your shield. This session takes the mystery (and misery) out of file prep, giving you the structure, tools, and shortcuts to build files that stand up to scrutiny—and save you from backtracking at year-end. Because “I thought I saved that somewhere” is not a defence.
R230,00 VAT incl.
You don’t get paid for neat files—but you do get protected by them. Whether you’re in practice or commerce, your working paper file is the silent evidence that backs your work, protects you from risk, and keeps compliance tight. In this session, we’ll unpack exactly what should go into your file, how to avoid the biggest mistakes, and how to prepare a file that’s reviewer-ready—even if you’re short on time. Templates, checklists, structure: it’s all here.
By attending this webinar you will gain the following competencies
– What SARS, reviewers, and clients expect (and what they’ll challenge)
– The hidden risks of poor documentation
– How your file protects you in disputes, reviews, and future audits
– From engagement letter to signed financials: the file journey
– Planning documentation, evidence, adjustments, and final review
– File naming, version control, and logical structure
– PDF vs Excel vs cloud: what works best
– Using bookmarks, hyperlinks, and index pages
– Tools and platforms that save time and reduce chaos
– Materiality, relevance, and sufficiency of evidence
– Supporting documentation: invoices, schedules, reconciliations
– Notes to self vs audit trail: where to draw the line
– Real-world examples of strong and weak files
– Common mistakes (and how to fix them fast)
– Final checks before sign-off
The following event is awarded 2 CPD units in Practice Management.
+27 (0) 12 643 1800/2/4 ciba@myciba.org www.myciba.org
Gauteng: Spaces, Byls Bridge Office Park, Building 14 Block B, Cnr of Olievenhoutbosch Road and Jean Avenue, Centurion, 0157
Cape Town: Cape Town Spaces Office, Century City, No1 Bridgeway Road, Bridgeways Precinct, Cape Town, 7441
Namibia: Regus Office Windhoek, Maerua Mall 3rd Floor, Windhoek, Namibia, 10005
Paris: I13 Rue Paul Valéry, 75116 Paris, France (ICFOA)
